Check your UCSD email securely from home or a public computer: Open your Web browser and go to UCSD Web Access. 3. View the Alerts at the top of the page. Choose a device via which to complete two-step login (see Figure 2 below) Figure 2: If you set a device to automatically complete two-step, click Cancel, then check the. Select the Request module, then select New Request. e. Code (preferred): copy and paste six-digit code into the field. UC Merced. Offset Per Diem for Meals and lodging by claiming Actual Expense amounts. Navigate to the Services and Support website: 2. Blink Blink. Give feedback. Request Type: Event Request. 5. Information Technology Technical, Communications and Network Support for Business Systems and Campus Infrastructure. Select Profile at the top-right corner. UCSD IPPS pays University Card charges on a daily basis, so any payments due to the University should be made back to IPPS versus UCSD home departments or US Bank. Initial loading fee of $1. UC-wide contracts with travel suppliers also typically include additional perks and benefits such as priority standby, seat selection, upgrades when available, and late check-out. Background: Concur is the official booking source for all UC San Diego employee and guest business travel. It has been adapted to UC San Diego's organization, delegation of authority, terminology, chart of accounts and processing applications. As a service to the UC San Diego community, the University provides the opportunity for companies to publicize available discounts to employees. Jacobs Medical Center, a general surgical facility and the principal. This page is designed to assist with the Concur tool, for policy guidance see the meetings and entertainment overview. UC San Diego UC San Diego. , M&I, lodging) according to a schedule of set reimbursement rates, commonly known as "per diem" or "travel allowance" rates. Travel Arranger / Assistant. Special Entertainment Approver: This role refers to the individual who is delegated approval authority for University-Sponsored Special Entertainment. You will need all of the non-UCSD employee traveler’s personal information so you can get the ticket in their name Use Concur Travel for booking travel and the Travel & Entertainment (T&E) Card as the preferred payment method. Benefits: Eliminates out-of-pocket expenses: All transactions on the corporate billed Travel & Entertainment Card are automatically billed to UCSD and will post in Concur within 2 business days. possessions travel; Long-term travel (30 days or more) in the continental U. edu Travel Information Find information about business travel at UC San Diego. Give feedback. Procurement Card Benefits. ucsd. Click on a payment option to learn more about that specific option. When completing the access request form, be sure to select all the Financial Unit (s) that you are an approver for. Discounted rates an benefits are included for airfare, hotel, and rental car (see car-specific information below. edu 858-822-4572. Event Location: e. We would also recommend ensuring you have WalkMe installed in your browser as this will offer in-site guidance as you operate in both Oracle and Concur. It automatically applies UC-negotiated prices with airlines, hotels, and car rental companies. No. It provides information and tools to assist you in achieving greater job satisfaction, current job enhancement and lateral or upward. ucsd. For a non-UC San Diego entity, process under Concur and attach a transmittal letter on UC San Diego letterhead to be sent with the UC San Diego payment to the recipient organization. The preferred method of purchase should be via Oracle Procurement, Concur directly to the vendor, or. Review some of the most common questions regarding Concur Requests and Expense Reports as they relate to travel and entertainment policies. To. After taking those steps, IPPS will ensure that the repayment will be applied against the credit memo. This tutorial can assist you in assigning delegates in Concur. Fraudulent transactions or fraudulent credits cannot be removed/deleted from Concur once they are listed under Available Expenses, they must be reconciled; To process a Procurement Card or T&E Card Expense Report on behalf of another UCSD employee, the employee must add you as their Delegate. In Submitted by, the person who is making the request is automatically populated on the form 6. Travel insurance is not included with personal bookings. correct delegates in your Concur profile . 4. Notice: UC San Diego travel policy, as published in Blink, is decisive. The card simplifies buying and paying for most routine, low-cost goods, and services under $4,999. Profile Icon on the upper right of page . Employees have access to UC-negotiated rates within this single platform; Concur requires a completed Profile in order for you to make travel arrangements; scroll through each Concur Profile section to. Your reservation will be in Concur under Available Expenses by the next day. Those receiving a role with a delegated purchasing authority ($500, $2500, $5000) will be required to watch a video on Oracle Procurement in UC Learning. Departmental Exchange servers. 3. If you accidentally select UC Office of the President, clear your browser history, repeat Step #1, and select UC San Diego. Refer to the Personnel Policies for Staff. 2. S. Follow these five easy steps to request, book, and expense your trip using the Concur travel and expense system. Information about live UC San Diego systems that are down for maintenance or are experiencing unscheduled downtime or other issues can be found on the UC San Diego Systems Status website. Watch the Concur: Delegates Training video. In. Select Upload Receipt Image and attach file. Select the Requests module 3. If you accidentally select UC Office of the President, clear your browser history, repeat. If the cardholder has separated from UCSD and can no longer submit a card cancel request in Concur, the DA MUST contact the Procurement Card team via the UC San Diego Services & Support Portal to submit a case to cancel the card on their behalf. We would like to show you a description here but the site won’t allow us. In the search field, enter the name of the employee, you wish to become a Delegate for you, then select the employee. Request reimbursement for the fee when you complete an expense report in Concur after completing your trip. 2. Register additional devices. Hospitality contracts are for hotels, venues, or restaurants that are requesting a signature containing terms and conditions. Learn more about Duo. If this is your first time logging into Concur, you will be asked to select UC Office of the President or UC San Diego, select UC San Diego 3. Select the Request module, then select New Request. Expense Types serve two purposes in Concur: Expense Types serve as a general descriptor of the expense being. UCLA. For UCSD Health employees looking to request Financial Unit Signature Authorization for invoices for Oracle, Concur and/or Premier systems, please complete the request on the Health Supply Chain service portal. Long-term travel (30 days or more) in the continental U. Licenciaturas y Programas. Standard roles are allowed to be requested by all UCSD Campus business unit users. Once a Concur document is submitted, the Report Header chart string (s) and allocation (s) are sent to Oracle to undergo a validation process to ensure that they are valid. Video: How to Create a Travel Request in Concur (Click above Image) 1. Inventorial Equipment are all items meeting the following criteria and must be tracked in both CAMS (UC San Diego’s campus asset management system) and OFC (Oracle Financials. For frequently asked questions regarding pre-trip activity and paying for travel and entertainment expenses,. The department will. Select the module from the top of the screen. Definitions. 4. Select Upload Receipt Image and attach file. 2. 10. 2. 18 cents per mile. When a UC San Diego employee attends a local conference, they are not on travel status (no lodging or meal expense is eligible for reimbursement). For Faculty and Students: Contact Alyssa Trasvina, Helen Fluetsch, and Ashley Feil via anthworks@ucsd. After logging into Concur via Single-Sign on, from the Quick Taskbar select Available Expenses or, at the top of the home page, click on Expense . The University may reimburse actual and reasonable costs directly associated with the settlement of an unexpired lease of a former primary residence. b. Concur Online Booking: UCSD: Other UC Campuses: Touchless: Booking Air or Rail/Car/Hotel: $6: $10-$10. The last section on this page details the cash advance process for non-employees. Meal & Incidental Expenses (M&IE) for trips prior to July 1st, 2022 claim up to the maximum of $62 per day. Oracle will then provide a response to Concur to confirm the validity of. edu Travel Information Find information about business travel at UC San Diego. After taking those steps, IPPS will ensure that the repayment will be applied. To provide a lecture on XYZ to UC San Diego medical students: B-1, WB, J-1: Yes: To install and train on research equipment for PI Smith’s lab:1. 5. ASUCLA. Booking Guest Travel via Concur Travel. Uploading Receipts from the Computer. 6. To create a Travel Request, log into Concur using your Single Sign-On. ASUCLA. This will be key information for any Fund Managers or Financial Unit approvers looking to further understanding of the intricate relationships between the two programs. Select the Requests module at the top of the page 3. To Act as a Delegate for Another User. 4. The following sections of this page detail specific tasks that most employees will need to perform in the application. In Request Type, select Card & Payment Products Request, this will update the form to the Card & Payment Products form. ; When submitting a Services & Support ticket, provide the Request/Report IDs. Select Add an Assistant. 2. 5. Next. This is the type of expense report. Gift cards are to be picked up at Torrey Pines Center South, Suite 415 by the requestor or authorized receiver with a picture ID, please be sure to have your request ID provided by Concur. Review the written steps below. Creating a Travel Expense Report. com receipts@concur. Concur Travel is also available for personal travel. UC Merced. On a case-by-case basis, wire transfer payments may be remitted to a domestic bank account for escrow payments. UCSD prepays airfare booked in Concur and purchases will automatically display in the employee's Available Expenses. Travel and Expense related technology and strategy will be reinvigorated at UC San Diego with the launch of Concur. The new invitation form will ask campus clients to identify up front the UC San Diego system used to issue payment to the payee (e. UC San Diego Cashier’s Office 9500 Gilman Drive MC 0009 La Jolla, CA 92093-0009. First, head to Balboa Park—a beautiful, 1,000 acre park with 15 museums, botanical gardens, and the San Diego Zoo. After logging into Concur via Single-Sign on, from the Quick Taskbar select Available Expenses or, at the top of the home page, click on Expense . Ramesh R. Learn how to access Concur Travel & Expense, a web-based tool for UC San Diego employees and affiliates to manage their travel and expenses. Consult with your fund manager for appropriate Expenditure Type or refer to list below to match Account Code. We would like to show you a description here but the site won’t allow us. Accepted by all vendors that take VisaClaim Per Diem (Travel Allowances) based on input of travel dates on a Travel Expense Report. Tournament & competition requests will be reimbursed to individual members of the student organization depending on their paid [email protected] Service Portal. Select Can Book Travel for Me. It automatically applies UC-negotiated prices with airlines, hotels, and car rental companies. 4. The Services & Support portal, built on the ServiceNow platform, provides one place for faculty, staff, and students to browse knowledge base articles, request services or get help. Note: Files saved in the receipt bank will be. In Request Type, select Card & Payment Products Request, this will update the form to the Card & Payment Products form. This report helps users find card transactions that are both assigned or unassigned to a Concur expense report. The Concur Request and Expense Report Accounting Blink page will provide an overview of how Requests and Expense Reports are accounted in Oracle Financials Cloud. 4. UCSD Equipment ; 163001 . In the left task pane, in or in the Expense Settings section select Expense Delegates. The following content is the same as what is covered in the video, only presented in a different format. Then, make your way to the historic Gaslamp Quarter—San Diego’s epicenter for art galleries, trendy boutiques, rooftop bars,. Log in to Concur and select a Request or Expense Report. Payment to Employee as the user submitting the Expense Report. Doing so will authorize signature authority across all systems. Doing so will authorize signature authority across all systems. T&E Card transactions appear under the Concur user’s Available Expenses section and must be added to a new or existing expense report before you itemize the expense. If an individual pays for the. Privately owned motorcycles. When adding expenses to an Expense Report, the Expense Type will generally be the first thing the user selects. The Procurement Card process involves the cardholder, U. Students: If you have separate student and employee accounts, you may need to register each account for two-step login. ; Important: if there is a reimbursement (or amount owed to the cardholder) on the same or subsequent Concur Expense Report that is equal to or greater than the. If a claim is routed to the Travel Team for review, the timeframe does not include time awaiting review but if the claim requires additional action in order to. It automatically applies UC-negotiated prices with airlines, hotels, and car rental companies. Use single-sign-on to log in. Cognos Analytics is UCSD's Business Intelligence tool. Complete the Reimbursement Form, which can be found on the UCSD Student Organizations website. UC San Diego pays sales tax on taxable purchases directly to California vendors and out-of-state vendors registered in California to collect sales tax. Comunidad y Cultura. Expense Types are found in each Concur document. g. 2. The Itemization tool is used to help ensure that the most appropriate expense types (or categorization) are selected to provide a more accurate financial picture of the incurred. S. In Submitted by, the person who is making the request is automatically populated on the form 6. In the Report Header, fill out all the required fields. Doubletree by Hilton San Diego Mission Valley. Employees may update their payee information in UCPath. UCSD prepays airfare booked in Concur and purchases will automatically display in the employee's Available Expenses. In Request Type, select Card & Payment Products Request. 2. Per Diem is a daily amount to cover Meal and Lodging expenses for UC San Diego employees traveling on official UC San Diego business; Per Diem applies to the following travel situations: Foreign travel; Alaska, Hawaii, or U. Privately owned automobile used for move/ transfer (for eligible employees only) 22 cents per mile. In the Request Header tab, in Request Type, select Travel Request. View the Alerts at the top of the page. This is set up by the department once you have completed employment forms. When creating the expense for the Concur Expense Report, enter a note as to the approved use of surface transportation in lieu of air travel and attach documentation that supports the cost. Select Budget & Finance. Reservations can not be charged to the University or the Travel &. The Concur Credit Card Transactions report provides information on all Concur-related card products, including Travel & Entertainment Cards, Procurement Cards (P-cards), and UCSD centrally billed CTS Air and Hotel Cards. Concur. Confirm that all travel bookings are following policy; Concur Travel, the Travel module in Concur, is UC San Diego's direct booking tool for University travel. Health System Employees Requesting Oracle & Concur Approver Roles. Benefits of registering with Transcepta: Eliminating all postage costs associated with mail-in, paper based invoicing. Link to applications, programs, databases and other electronic tools for UC San Diego staff and faculty. Check the box next to your desired transaction to select it. . Need help signing in. Method 1: To start from Concur Requests: 2. To lookup an approved Concur Expense Report, in Oracle that was approved on or after 2/16/2021, enter: TE_[Report ID] d. Select the Request module, then select New Request. If you need to add or remove role request approvers submit a ticket. Search results using this tool will only include the person (s) within your department that can approve role requests for Oracle & Concur. Scroll down to Available Receipts at the bottom of the page. The Concur Credit Card Transactions report provides information on all Concur-related card products, including Travel & Entertainment Cards, Procurement Cards (P-cards), and UCSD centrally billed CTS Air and Hotel Cards. Method 1: To start from Concur Requests:. Event Location: e. UC San Diego Students, Faculty and Staff. Log into Concur using your Single Sign-On. Employees have access to UC-negotiated rates within this single platform; Concur requires a completed Profile in order for you to make travel arrangements; scroll through each Concur Profile section to. Knowledgeable agents are standing by to assist you. 4. Once the Expense Report has been fully approved, funds will be moved from the chart string on the Expense Report or Allocation back to UCSD Travel 24-48 hours after1. Per diem applies to the following travel situations: Foreign travel. Note: Files saved in the receipt bank will be available for. 1. Eligibility for payment/reimbursement of actual travel expenses depends on: Clear documentation of the visit’s purpose. Supplies: 522201: Y: Used for UCSD office supplies, books, and such noted as UCSD property; Sales tax fields in the Concur Expense Details section. Scroll down to Available Receipts at the bottom of the page 3. concur. Log in to Concur and select a Request or Expense Report. Expand All. The Department of Urban Studies & Planning within the Division of Social Sciences at the University of California, San Diego, is seeking to make appointments at the Lecturer Academic Year (Unit 18-Non-Senate Faculty) level for both its majors: 1) Urban Studies and Planning and 2) Real Estate and Development. 1. Estudiantes de Transferencia. Learn how to be more sustainable and reduce your travel related carbon footprint. Mas. Due to switching over to new travel and financial systems. Select the . Concur commitments are created when a Travel Request or Event Request with a Project value and future travel/event date(s) is approved in Concur This is an external commitment created by an action from a Concur user/delegate. Per Diem is a daily amount to cover Meal and Lodging expenses for UC San Diego employees traveling on official UC San Diego business; Per Diem applies to the following travel situations: Foreign travel; Alaska, Hawaii, or U. , reimbursing a non-employee traveler who resides overseas) and be aware that sending a wire has inherent risk and is costly. Log in to Concur and select a Request or Expense Report. Last Updated: March 24, 2023 3:42:49 PM PDT. $300,000 per accident. Thank You - We Hear You • 9 Academic Affairs Sessions with 100+ attendees. g. 2. (including Alaska and Hawaii): CDW and liability insurance are provided. Review the written steps below: To Add an Out-of-Pocket Expense. How Concur works. 2. Log into Concur using your Single Sign-On. Note: By virtue of their titles, chancellor and VC, Concur claims are automatically routed for review by the UC San Diego Travel director on behalf of the controller. . If you accidentally select UC Office of the President, clear your browser history, repeat Step #1, and select UC San Diego. Per diem is a daily amount to cover meal expenses for UC San Diego employees and guest travelers traveling on official UC San Diego business. Concur is UC San Diego's online application for travel and expense reporting; Review Concur Basics to help navigate policies and procedures for using Concur; Travel KBAs. 1. S. If the cardholder has separated from UCSD and can no longer submit a card cancel request in Concur, the DA MUST contact the Procurement Card team via the UC San Diego. 2. Expense Report Alerts can be found above the name of the Expense Report. Select your desired Expense Report from the Report Library. 3. 6. 2. edu) 2. All employee travelers must log in to Concur and submit their Travel Expense Reports - Delegates are not able to do this on their behalf. Note: Payment must be paid by UC San Diego and not by the individual employee. IT Services at UC San Diego leads the university’s technology to ensure your success. PO Requisitioner Role (formerly known as the Shopper and Department Buyer Roles. More on T&E Card. Expenses submitted after 45 days may be treated as taxable and reported on the employee's W-2. UC Davis. In the Request Header, in Request Type, select Card and Payment Products Request 5. Real-time fraud alerts provide on-the-spot communication via text or email to approve valid transactions, avoid unnecessary declines and protect. edu, not [email protected]. Concur. For UCSD Health employees looking to request Financial Unit Signature Authorization for invoices for Oracle, Concur and/or Premier systems, please complete the request on the Health Supply Chain service portal. Additional coverage may be included, for details send an inquiry to Service and Support (login required). Automobiles loaned to UC San Diego for assignment to UC San Diego employees (including vans) 30. Capital and CIPBuy & Pay Tools. Call UC San Diego Health 858-657-7000. BI & Financial Reporting. UCSD Concur: Concur Commitment: TE_(Request ID)_(Employee Name) Lift Requisition Commitments. T&E Card transactions appear under the Concur user’s Available Expenses section and must be added to a new or existing expense report before you itemize the expense. Concur is a secure platform for booking university business travel. To remember the computer for 7 days: Click "Cancel" in the blue bar before completing two-step on your device. Review some of the most common questions regarding Concur Requests and Expense Reports as they relate to travel and entertainment policies. Event Name: c. 2. In addition, associated taxes will be withheld from the employee’s next payroll. Travel program negotiated rates, benefits, and value added services are only available if travel is booked through Balboa Travel (Concur) or Kahala Travel (for specific federally funded travel. You can select multiple expenses to allocate all of them to the same chart string if desired. Blink. Find answers, request services, or get help from our team at the UC San Diego Services. All UC San Diego employees will automatically have access to Concur. 2. IMPORTANT: Concur is set up as a self-service portal for employee reimbursements and expense reporting for travel and P-Cards. UC Travel Center (UCLA Travel) is a full-service travel agency that offers personal service via phone or email with an online booking tool (Concur Travel) to complement their variety of services. ) All personal bookings require a personal form of payment. g. Call Today! Known Finance Systems Issues. Request Header. Travel Request in Concur. Access Health Sciences, Medical / Pharmacy School, or other institutions. 1. Fiscal Year-End AP (Accounts Payable) and Concur Accrual. If the Request is not pending approval or is already approved, select the Request. Yes. Select your desired Expense Report from the Report Library. UC San Diego employees can use Concur to receive UC-negotiated rates for personal travel. Learn how to access Concur Travel & Expense, a web-based tool for UC San Diego employees and affiliates to manage their travel and expenses. Kahala Travel (local San Diego agency) Phone: (888) 488-0073. edu a. Sign in here using. 4. Expense Types are found in each Concur document. Select Request module at the top of the page 3. 2. Give feedback. UC San Diego. 5 cents. Who can access Concur. Simply go to the App Center in Concur and follow the steps outlined when you click on the Connect button. For more info on access and roles to access modules like AR, PPM, and GL, refer to this article: How to Request Oracle and Concur Roles. UCSD Undergraduate/Graduate Course via Concurrent Enrollment - Already an enrolled UC San Diego student and working toward a degree UCSD Undergraduate/Graduate Course using Employee Discount - Employee-Student Program. Empress Hotel La Jolla. UCLA. UC Irvine. Initial loading fee of $1. In Access Request, select the link for Oracle and Concur Role Requests 5. PO Requisitioner Role (formerly known as the Shopper and Department. 1. Uploading Receipts from the Computer. ucsd. Concur is a secure platform for booking university business travel. Watch the Concur: Delegates Training video. Travel Request or an Event Request: If a Travel Request or an Event Request contains a Project value (either in the Request/Report Header or in an allocation), the amount charged to the Project will appear as a commitment (also known as a lien) on. 4. 2. Concur Travel is also available for personal travel. Helpful articles. S. Wire transfer payments is an electronic funds transfer remitted to foreign payees who do not have a domestic bank account or foreign payees who do not accept payment via any other method. 2.